Raymond James & Associates’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Raymond James & Associates’s Portfolio DFLV Stock Details DFLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.72M	Buy	+55,889	New	+$1.66M	﹤0.01%	2314

Other funds holding DFLV

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

EP Wealth Advisors Torrance, California $20.3B AUM

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Raymond James & Associates's DFLV Position: Q3 2024 in Review

Raymond James & Associates opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q3 2024: 55,889 shares worth $1.72M. The stake represents ﹤0.01% of the portfolio and ranks #2314 among its holdings.

214 funds tracked by Wall St. Rank hold DFLV as of Q3 2024.

Raymond James & Associates held 55,889 shares of Dimensional US Large Cap Value ETF worth $1.72M as of Q3 2024.
Dimensional US Large Cap Value ETF was a new Raymond James & Associates position in Q3 2024.
Dimensional US Large Cap Value ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2314 holding.
214 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.